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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pioneer
- Established Date
- 02-23-2016
- Office Locations
- 1
Office Locations
About Evident Financial
Evident Financial is an independent, fee-only fiduciary advisor serving individuals and employer 401(k) plans. The team provides integrated financial planning, tax and estate coordination, and investment management focused on diversified, largely ETF-based portfolios with downside-aware risk management. Custody is through Charles Schwab, and leadership includes a CFA founder/CEO and a CFP CIO.
Team overview
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Asset Classes
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Investment Vehicles
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Owner & Executives
David Michael Cullen
Chief Executive Officer, Founder, President
- CRD
- #6577478
- Ownership
- Less than 5%
Richard Makowski
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #7326708
- Ownership
- Less than 5%
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Joseph Michael Knox
Financial Advisor
- CRD
- #7846044
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,715,186 | $706,204 |
| Non-Discretionary | $0 | -- |
| Total | $149,715,186 | $706,204 |
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Separately Managed Accounts
Total SMA Asset: $149,715,186
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,414,307,464 | 35.9% |
| U.S. Government/Agency | $1,701,447,879 | 25.3% |
| Cash | $1,452,619,533 | 21.6% |
| Equity - Exchange | $1,156,715,553 | 17.2% |
| Total | $6,725,090,429 | 100.0% |